Finance Score: -4

Governance Score: 5

Support Score: 7

Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +4

Overall GiG Score: 8

TAUNTON AND DISTRICT MENCAP SOCIETY

Taunton and District Mencap Society exists (A) for the relief of people with a learning disability in particular by the provision of help and support for them and their families, dependants and carers, and (B) To provide or assist in the provision of facilities for the recreation or other leisure time occupation for people who have need thereof by reason of learning disability.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

Established: 62 years

www.tauntonmencap.co.uk

dbrooksdaw@gmail.com

01823252718

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/09/22	*	£29	£24	£5	n/a	n/a	n/a	n/a	n/a	10
30/09/21	*	£12	£19	£-7	n/a	n/a	n/a	n/a	n/a	10
30/09/20		£16	£19	£-3	n/a	n/a	n/a	n/a	n/a	0
30/09/19		£28	£21	£7	n/a	n/a	n/a	n/a	n/a	0
30/09/18		£20	£27	£-7	£0	£0	£0	n/a	0	8
30/09/17		£24	£29	£-4	£0	£0	£0	n/a	0	0
30/09/16		£25	£26	£-1	£0	£0	£0	n/a	0	0
30/09/15		£23	£24	£-1	£0	£0	£0	n/a	0	0
30/09/14		£18	£26	£-9	£0	£0	£0	n/a	0	0
30/09/13		£16	£29	£-13	£0	£0	£0	n/a	0	0
30/09/12		£18	£27	£-9	£0	£0	£0	n/a	0	0
30/09/11		£15	£31	£-16	£0	£0	£0	n/a	0	0
30/09/10		£35	£25	£10	£0	£0	£0	n/a	0	0
30/09/09		£15	£19	£-4	£0	£0	£0	n/a	0	0
30/09/08		£16	£18	£-2	£0	£0	£0	n/a	0	0
30/09/07		£25	£20	£6	£0	£0	£0	n/a	0	0
30/09/06		£17	£20	£-3	£0	£0	£0	n/a	0	0
30/09/05		£16	£18	£-2	£0	£0	£0	n/a	0	0
30/09/04		£61	£14	£47	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability

How it operates

Provides advocacy/advice/information

Where it operates

Somerset,

Who it helps

People With Disabilities

Who works here?

Unknown number of employees
10 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£17,067
DCMS	£4,995
Somerset Community Foundation	£3,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Taunton Mencap Post Covid Rejuvenation
£7,689	29/06/2023	The funding will be used to cover the staff salary costs for a service which supports people living with learning disabilities. It will also help develop an arts project and host an event which will ....more The funding will be used to cover the staff salary costs for a service which supports people living with learning disabilities. It will also help develop an arts project and host an event which will bring several different service providers together to share ideas and enable members to become active participants in the community.
National Lottery Community Fund - Taunton Mencap Return to Activities 2022
£9,378	08/10/2021	The funding will be used towards staffing costs enabling the organisation to restart a range of pre COVID face to face activities for adults with learning disabilities. The project aims to help ....more The funding will be used towards staffing costs enabling the organisation to restart a range of pre COVID face to face activities for adults with learning disabilities. The project aims to help participants reintegrate into normal life as restrictions continue to ease reduce isolation and improve well-being.
Somerset Community Foundation - Grant to Mencap Taunton
£1,000	28/05/2021	Activities for adults with learning disabilities
DCMS - Coronavirus Community Support Fund
£4,995	04/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Somerset Community Foundation - COVID19 Virtual support for adults with learning disabilities
£2,000	09/04/2020	Grant to Mencap Taunton

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

CHARLES FARRAND (Chair) Appointed: 2013

DAVID BROOKS-DAW

LEE MILLWARD Appointed: 2021

LYNNE CATHRYN NASH Appointed: 2022

MALCOLM SEDGBEER Appointed: 2021

MOIRA JANE CUNNINGHAM BROWN Appointed: 2018

NICOLA ANNE GOSS Appointed: 2020

ROGER STEPHEN NASH Appointed: 2022

Legal constitution

Charity registered in England & Wales on 16/04/1962, number: 205244

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR22: 127 days late, AR21: 51 days late,

Main office

81 Eaton Crescent
Taunton
TA2 7UE

Objectives

A) THE RELIEF OF PEOPLE WITH A LEARNING DISABILITY IN PARTICULAR BY THE PROVISION OF HELP AND SUPPORT FOR THEM AND FOR THEIR FAMILIES, DEPENDANTS AND CARERS, AND TO PREVENT LEARNING DISABILITIES FOR THE PUBLIC BENEFIT; ANDB) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR THE RECREATION OR OTHER LEISURE TIME OCCUPATION FOR PEOPLE WHO HAVE NEED THEREOF BY REASON OF LEARNING DISABILITY WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Defined Area of Benefit:

NOT DEFINED BUT IN PRACTICE TAUNTON AND DISTRICT

Data Sources